David McPhail, AIF^®, JD, MBA

I am a Founder and Chief Investment Strategist at GilesMcPhail Wealth Management, where my primary responsibilities are to oversee the Firm's core investment strategies and provide strategic asset allocation advice to the firm's clients and advisors. I have worked in the financial services industry for over 15 years, previously working as a Financial Advisor at Wells Fargo Advisors and as an attorney at Balch and Bingham. My educational background includes a Juris Doctorate from the University of Mississippi, a Masters of Business Administration from Millsaps College, and a Bachelor of Science from Mississippi State University.

We love celebrating the successes of our clients, whether it be career achievements or meeting a saving and investing goal we have helped them pursue. The most rewarding part of our job is giving our clients confidence that they can retire. We love watching them execute a financial plan we've created with them and celebrating with them when that plan comes to fruition. This client-centered approach drives everything we do at the firm.

I advise my clients on an array of issues, including investment management, financial planning, business continuity planning, and generational wealth transfer. Earlier in my career, I counseled Fortune 500 companies on large complex financial transactions as well as counseled them on how to navigate complex regulatory requirements. This diverse experience in financial services provides me with a distinct perspective that I feel benefits our clients in addressing their most complex financial challenges.

I live in Oxford, Mississippi, with my wife, Jenny, and our three children, Logan, Kate, and Parker. My hobbies include hunting, coaching my son's sports teams, Chicago Cubs baseball, traveling, and running. I'm also involved with More Than A Meal, an organization that's important to my family and me. Balancing my professional responsibilities with family time and personal interests keeps me grounded and energized to serve our clients with the dedication and experience they deserve.